Elm Advisors’s US Bancorp USB Stock Holding History

Elm Advisors’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,100	Closed	-$51K	–	242
2020 Q4	$51K	Buy	+1,100	New	+$46.5K	0.03%	163
2018 Q4	–	Sell	-1,100	Closed	-$58K	–	253
2018 Q3	$58K	Buy	+1,100	New	+$58.3K	0.04%	156

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Elm Advisors's USB Position: Q1 2021 in Review

Elm Advisors sold out of US Bancorp (USB) in Q1 2021, closing a stake of 1,100 shares — an estimated $51K sold.

Elm Advisors first reported a position in USB in Q3 2018 and held it in 2 quarters. The position peaked at $58K in Q3 2018. 1,628 funds tracked by Wall St. Rank hold USB as of Q1 2021.

Elm Advisors reported no remaining US Bancorp position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 1,100 US Bancorp shares in Q1 2021, an estimated $51K.
Elm Advisors first reported a position in US Bancorp in Q3 2018 and held it in 2 quarters.
Elm Advisors's US Bancorp position peaked at $58K in Q3 2018.
1,628 funds tracked by Wall St. Rank held US Bancorp as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.